Trinity Wealth Management Ltd
Location: St Albans
Finance: Salary or Allowance
Duration: Full‑time, Permanent
Activity: Finance & Fundraising
Posted: 25 Nov 2024
Closes: Open-ended
Related files: Job Description

Financial Planner

Trinity Wealth Management Ltd

Trinity Wealth Management is a firm of fee-based independent Financial Planners in St Albans providing Pension, Investment & Protection advice to high net-worth clients.

We take a holistic approach to financial planning and investment management. Our aim is to build long-lasting relationships with our clients by providing a high-quality bespoke service to meet their individual needs. Being a Christian company, we focus on Biblical Financial Planning although we do support non-Christian clients too.

We are looking for an experienced Financial Planner to join our team of Planners, Paraplanners, and Administrators. The purpose of the role is to be a pivotal part of our advisory team in providing high-quality bespoke financial planning, with wealth management and investment strategies to develop long-standing relationships with our clients, whilst upholding the values of the company.

Location:  Office-based role working in our St Albans office (with a hybrid working arrangement on completion of the Probationary Period)

Hours:  09.00 to 17.30, Monday to Friday

Contract:  Permanent

Holidays:  25 days annual leave plus Bank Holidays (pro rata)

Salary:  Competitive based on experience

Other Benefits: 

  • Business mileage paid
  • Quarterly bonus based on new business acquired
  • Pension scheme

For further details of the role:

Please call or email Jon Cobb on tel - 07768367195 / email - Jon.Cobb@twm.uk.com

To Apply for this Position:

To apply for this role, you must:

- hold an existing Right to Work in the UK status

- have your own vehicle

Send (or email as above) your CV to:

Jon Cobb at Trinity Wealth Management, Cedar Court, 6C Parkway, Porters Wood, St Albans AL3 6PA.

Please mention OSCAR when responding.

Trinity Wealth Management Ltd

Our award-winning firm of Christian financial advisers is based in St Albans, Hertfordshire. We offer independent financial advice based on biblical principles and high quality, bespoke wealth management and investment strategies.
Address:
Cedar Court, 6c Parkway
Porters Wood
St Albans
Hertfordshire
AL3 6PA
UNITED KINGDOM